See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,822 | $62,586-49.2% | $76,768-58.5% | $64,186-50.4% |
| Participation rate | 73.3% | 72.8%+0.5pp | 77.0%-3.6pp | 69.6%+3.8pp |
| Annual return | -4.30% | -1.95%-2.4pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,448 | $1,832-21.0% | $2,485-41.7% | $2,381-39.2% |
| Participant deferral / active EE | $1,835 | $3,145-41.6% | $3,852-52.4% | $3,470-47.1% |
| Admin fee / account holder | $3,587 | $4,667-23.1% | $6,675-46.3% | $4,888-26.6% |